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CVS Health

2,325 hedge funds and large institutions have $98.5B invested in CVS Health in 2022 Q3 according to their latest regulatory filings, with 142 funds opening new positions, 1,027 increasing their positions, 911 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 89

38% more call options, than puts

Call options by funds: $1.57B | Put options by funds: $1.14B

23% more funds holding in top 10

Funds holding in top 10: 138170 (+32)

13% more repeat investments, than reductions

Existing positions increased: 1,027 | Existing positions reduced: 911

3% more capital invested

Capital invested by funds: $95.2B → $98.5B (+$3.3B)

1% more funds holding

Funds holding: 2,3082,325 (+17)

0.44% more ownership

Funds ownership: 78.51%78.95% (+0.44%)

Holders
2,325
Holders Change
+17
Holders Change %
+0.74%
% of All Funds
40.04%
Holding in Top 10
170
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+23.19%
% of All Funds
2.93%
New
142
Increased
1,027
Reduced
911
Closed
89
Calls
$1.57B
Puts
$1.14B
Net Calls
+$432M
Net Calls Change
+$108M
Name Holding Trade Value Shares
Change
Change in
Stake
LF
2301
Lee Financial
Texas
$5K -$1.19K -12 -17%
OSNBOA
2302
Old Second National Bank of Aurora
Illinois
$5K
RDIA
2303
RE Dickinson Investment Advisors
Iowa
$5K
GG
2304
Gleason Group
Kentucky
$5K +$99 +1 +2%
M1FG
2305
Mach-1 Financial Group
Arkansas
$5K +$5.74K +58 New
MOS
2306
MGO One Seven
Ohio
$4.37K +$77.3K +781 +2%
AS
2307
Altshuler Shaham
Israel
$4K -$31.3K -316 -88%
JIR
2308
James Investment Research
Ohio
$3K
LIM
2309
Longfellow Investment Management
Massachusetts
$3K
PWP
2310
Principle Wealth Partners
Connecticut
$2.63K -$776K -7,842 -22%
FGAM
2311
Financial Gravity Asset Management
Texas
$2.47K -$14.7K -148 -8%
NDSI
2312
Newman Dignan & Sheerar Inc
Rhode Island
$2.42K +$12.5K +126 +0.5%
LFA
2313
Legend Financial Advisors
Pennsylvania
$2.1K +$2.18K +22 New
MWA
2314
Miller Wealth Advisors
Colorado
$2K
TCM
2315
Tradewinds Capital Management
Washington
$2K
WA
2316
WestEnd Advisors
North Carolina
$2K +$99 +1 +6%
SFO
2317
Standard Family Office
South Dakota
$2K +$2.38K +24 New
BIM
2318
Baldwin Investment Management
Pennsylvania
$1.41K +$76.7K +775 +6%
AW
2319
Avion Wealth
Texas
$1K
CWA
2320
Clearview Wealth Advisors
Oregon
$1K
UFF
2321
USA Financial Formulas
Michigan
$1K
HH
2322
HWG Holdings
Texas
$1K +$1.09K +11 New
DWA
2323
Delos Wealth Advisors
Texas
$1K +$1.49K +15 New
FHC
2324
First Heartland Consultants
Missouri
$648 +$80.5K +813 +14%
JMF
2325
Johnson Midwest Financial
Iowa
$3 +$99 +1 +4%

CVS Hedge Fund Activity: Q3 2022 in Review

2,325 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in CVS Health (CVS) for Q3 2022, worth a combined $98.5B — up 3.5% from $95.2B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new CVS positions and 89 closed out — a net gain of 53 holders — while 1,027 added to existing stakes and 911 trimmed.

The largest buyer was Amundi, adding an estimated $226M. The largest seller was Veritas Asset Management, cutting an estimated $162M.

  • 2,325 institutional investors held CVS Health (CVS) as of Q3 2022, up from 2,308 in Q2 2022.
  • Funds reported $98.5B of CVS Health stock for Q3 2022, up 3.5% quarter-over-quarter.
  • 142 funds opened new CVS Health positions in Q3 2022 and 89 closed out, a net change of +53 holders.
  • The largest CVS Health buyer in Q3 2022 was Amundi, an estimated $226M added.
  • The largest CVS Health seller in Q3 2022 was Veritas Asset Management, an estimated $162M sold.

Based on aggregated 13F filings for Q3 2022.